See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,805 | $92,703-79.7% | $82,719-77.3% | $134,475-86.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -22.89% | 944.92%-967.8pp | 701.18%-724.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,317 | $3,274-59.8% | $3,009-56.2% | $4,740-72.2% |
| Participant deferral / active EE | $1,465 | $4,802-69.5% | $4,395-66.7% | $6,400-77.1% |
| Admin fee / account holder | $284 | $5,983-95.2% | $5,329-94.7% | $11,426-97.5% |